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Fiserv
FI

Overview Fund Activity

1,427 hedge funds and large institutions have $63.3B invested in Fiserv in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 466 increasing their positions, 616 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,427
Holders Change
+2
Holders Change %
+0.14%
% of All Funds
22.84%
Holding in Top 10
88
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+7.32%
% of All Funds
1.41%
New
125
Increased
466
Reduced
616
Closed
100
Calls
$398M
Puts
$565M
Net Calls
-$167M
Net Calls Change
-$171M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$652M
2
Capital World Investors
Capital World Investors
California
+$428M
3
ECU
Egerton Capital (UK)
United Kingdom
+$396M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$251M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$185M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
-$614M
2
VH
ValueAct Holdings
California
-$339M
3
Harris Associates
Harris Associates
Illinois
-$238M
4
BI
BlueSpruce Investments
Illinois
-$181M
5
BG
Baupost Group
Massachusetts
-$166M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
601
NewEdge Advisors
Louisiana
$2.61M +$568K +5,006 +28%
CCM
602
Carmel Capital Management
California
$2.6M +$33.9K +300 +1%
BIM
603
Bridges Investment Management
Nebraska
$2.57M -$157K -1,390 -6%
HWM
604
HB Wealth Management
Georgia
$2.57M +$45.4K +402 +2%
KRSITF
605
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.55M -$36.7K -325 -1%
HVM
606
Harvest Volatility Management
Connecticut
$2.55M -$480K -4,251 -16%
TCOO
607
Trust Company of Oklahoma
Oklahoma
$2.54M -$97.8K -865 -4%
TNA
608
True North Advisors
Texas
$2.54M – – –
VPIM
609
Vanguard Personalized Indexing Management
California
$2.54M -$47.4K -419 -2%
TFA
610
Trinity Financial Advisors
Ohio
$2.54M – – –
IC
611
IEQ Capital
California
$2.5M -$169K -1,495 -6%
OSNBOA
612
Old Second National Bank of Aurora
Illinois
$2.44M -$280K -2,480 -10%
KTM
613
Keeler Thomas Management
Utah
$2.44M +$647K +5,724 +36%
MWA
614
Meridian Wealth Advisors
Texas
$2.42M +$560K +4,958 +30%
CIA
615
Choate Investment Advisors
Massachusetts
$2.4M +$483K +4,275 +25%
TCM
616
Twin Capital Management
Pennsylvania
$2.39M -$513K -4,540 -18%
AIP
617
Ameritas Investment Partners
Nebraska
$2.39M -$4.97K -44 -0.2%
OIA
618
OneDigital Investment Advisors
Kansas
$2.36M +$433K +3,832 +22%
NPAM
619
Noble Path Asset Management
New York
$2.36M -$2.05M -18,100 -46%
BIA
620
Benchmark Investment Advisors
Illinois
$2.36M -$46.3K -410 -2%
MYIA
621
Mount Yale Investment Advisors
Colorado
$2.34M -$731K -6,466 -24%
CSS
622
Cubist Systematic Strategies
Connecticut
$2.32M -$929K -8,221 -29%
ADMI
623
Albert D. Mason Inc
Massachusetts
$2.32M -$17.4K -154 -0.7%
CNAM
624
Campbell Newman Asset Management
Wisconsin
$2.32M -$8.25K -73 -0.4%
Vontobel Holding
625
Vontobel Holding
Switzerland
$2.3M +$32.4K +287 +1%
23 24
25
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